Carey Moulton
@careymoulton.bsky.social
Photographer, and Acoustics-Audio engineer, Software Developer, Private Pilot. Main interest markets, options and photographic lenses
Reposted by Carey Moulton
JUST IN 🚨: 30-Year Treasury Yield jumps to 4.88%, the highest level since September 👀
January 2, 2026 at 7:28 AM
JUST IN 🚨: 30-Year Treasury Yield jumps to 4.88%, the highest level since September 👀
Reposted by Carey Moulton
CATO INSTITUTE:
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
December 20, 2025 at 1:28 PM
CATO INSTITUTE:
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
Reposted by Carey Moulton
Nike $NKE just nuked 📉📉
December 18, 2025 at 11:16 PM
Nike $NKE just nuked 📉📉
Reposted by Carey Moulton
“Since late Oct the real story hasn’t been the S&P, it’s been the spike in factor volatility under the surface. 20-day factor volatility has now pushed above 20, while S&P vol has only drifted modestly higher. The stress is happening inside the market, not across it.” www.dailychartbook.com/p/807
December 2, 2025 at 3:08 PM
“Since late Oct the real story hasn’t been the S&P, it’s been the spike in factor volatility under the surface. 20-day factor volatility has now pushed above 20, while S&P vol has only drifted modestly higher. The stress is happening inside the market, not across it.” www.dailychartbook.com/p/807
Reposted by Carey Moulton
‘Dividends owed on a series of oddly-named instruments already total over $640M annually. Bitcoin generates no cashflow. Nor does Strategy’s aging software business. Funding those payments therefore requires issuing more shares just as their premium to NAV erodes.’ www.reuters.com/commentary/b...
Breakingviews - Crypto hoarders veer from farce to tragedy
With bitcoin down 30%, coin-stacker Strategy has unveiled a 'USD reserve.' A funding shift from convertible debt to preferred equity requires greenbacks to pay dividends. It also entails a move from c...
www.reuters.com
December 2, 2025 at 3:25 PM
‘Dividends owed on a series of oddly-named instruments already total over $640M annually. Bitcoin generates no cashflow. Nor does Strategy’s aging software business. Funding those payments therefore requires issuing more shares just as their premium to NAV erodes.’ www.reuters.com/commentary/b...
Reposted by Carey Moulton
NTT Docomo Business has begun deploying drones to locate and drive away wild bears, in partnership with the village of Showa in Fukushima Prefecture.
Drones used to locate and drive away bears in Fukushima village
The Showa village government has conducted patrols using the drones on a regular basis since October.
ebx.sh
December 1, 2025 at 8:34 AM
NTT Docomo Business has begun deploying drones to locate and drive away wild bears, in partnership with the village of Showa in Fukushima Prefecture.
Reposted by Carey Moulton
Estimated FY2026 tariff revenue: $207 billion.
Estimated FY2026 individual income tax revenue: $2.6 trillion.
Estimated FY2026 individual income tax revenue: $2.6 trillion.
Trump says he may cut income tax 'completely' because of tariff income reut.rs/4p65j0l
Trump says he may cut income tax 'completely' because of tariff income
U.S. President Donald Trump said on Thursday his administration may slash income tax completely over the next couple of years because of government revenue generated from tariffs.
reut.rs
November 28, 2025 at 12:32 PM
Estimated FY2026 tariff revenue: $207 billion.
Estimated FY2026 individual income tax revenue: $2.6 trillion.
Estimated FY2026 individual income tax revenue: $2.6 trillion.
Reposted by Carey Moulton
FT: Morgan Stanley "previously recommended investors buy credit-default swaps on Oracle, but hedging the exposure with long positions in its bonds.
".. They’re now recommending that investors ditch the bonds and simply go long Oracle CDS .."
@financialtimes.com $ORCL
www.ft.com/content/d2fd...
".. They’re now recommending that investors ditch the bonds and simply go long Oracle CDS .."
@financialtimes.com $ORCL
www.ft.com/content/d2fd...
Morgan Stanley thinks you should short Oracle
Single-name CDS are so hot right now
www.ft.com
November 28, 2025 at 12:48 PM
FT: Morgan Stanley "previously recommended investors buy credit-default swaps on Oracle, but hedging the exposure with long positions in its bonds.
".. They’re now recommending that investors ditch the bonds and simply go long Oracle CDS .."
@financialtimes.com $ORCL
www.ft.com/content/d2fd...
".. They’re now recommending that investors ditch the bonds and simply go long Oracle CDS .."
@financialtimes.com $ORCL
www.ft.com/content/d2fd...
Reposted by Carey Moulton
Trading in futures for the Dow Jones Industrial Average, S&P 500 and Nasdaq have been halted due to a technical issue at the Chicago Mercantile Exchange.
US stocks point higher after index futures trading was halted by technical issue
Futures for the Dow Jones Industrial Average, S&P 500 and Nasdaq resumed trading with slight gains after being halted for hours due to a technical issue at the Chicago Mercantile Exchange.
bit.ly
November 28, 2025 at 2:00 PM
Trading in futures for the Dow Jones Industrial Average, S&P 500 and Nasdaq have been halted due to a technical issue at the Chicago Mercantile Exchange.
Reposted by Carey Moulton
FEDWATCH: Inflation expectations “for basic food and necessities, however, show signs of a repeat of the 1970s .. This has now become the chief reason for many Fed members shifting to the inflation side of the mandate ..”
November 16, 2025 at 3:25 PM
FEDWATCH: Inflation expectations “for basic food and necessities, however, show signs of a repeat of the 1970s .. This has now become the chief reason for many Fed members shifting to the inflation side of the mandate ..”
Reposted by Carey Moulton
November 13, 2025 at 9:22 PM
Reposted by Carey Moulton
Major US economic data has been off the menu for weeks amid the government shutdown. Traders now wait with bated breath ahead of a special look at CPI inflation trends.
#CPI #inflation #Dollar #stocks #market #Macro #tradingstrategy #InterestRates #EconSky
www.tastylive.com/news-insight...
#CPI #inflation #Dollar #stocks #market #Macro #tradingstrategy #InterestRates #EconSky
www.tastylive.com/news-insight...
US CPI Preview: Will Hot Inflation Data Spook the Stock Market?
A long-awaited update of US CPI inflation data may send the markets scrambling to revise Fed rate cut bets.
www.tastylive.com
October 24, 2025 at 2:49 AM
Major US economic data has been off the menu for weeks amid the government shutdown. Traders now wait with bated breath ahead of a special look at CPI inflation trends.
#CPI #inflation #Dollar #stocks #market #Macro #tradingstrategy #InterestRates #EconSky
www.tastylive.com/news-insight...
#CPI #inflation #Dollar #stocks #market #Macro #tradingstrategy #InterestRates #EconSky
www.tastylive.com/news-insight...
Reposted by Carey Moulton
Despite being among the most carbon-intensive modes of transport, aviation and shipping continue to enjoy generous VAT exemptions across Europe.
This is costing governments billions in lost revenue and putting cleaner forms of passenger transport at a competitive disadvantage.
🧵⤵️
This is costing governments billions in lost revenue and putting cleaner forms of passenger transport at a competitive disadvantage.
🧵⤵️
October 21, 2025 at 9:44 AM
Despite being among the most carbon-intensive modes of transport, aviation and shipping continue to enjoy generous VAT exemptions across Europe.
This is costing governments billions in lost revenue and putting cleaner forms of passenger transport at a competitive disadvantage.
🧵⤵️
This is costing governments billions in lost revenue and putting cleaner forms of passenger transport at a competitive disadvantage.
🧵⤵️
Reposted by Carey Moulton
FEDWATCH: “.. the rare earth index is trading at a massive premium to the artificial intelligence index ..” 👀
October 21, 2025 at 1:48 PM
FEDWATCH: “.. the rare earth index is trading at a massive premium to the artificial intelligence index ..” 👀
Reposted by Carey Moulton
’The AI boom has created a circular economy where the biggest winners are essentially funding their own customers – and when this game of musical chairs ends, it could take down almost a quarter of the S&P 500.’ www.man.com/insights/vie...
October 2, 2025 at 6:41 PM
’The AI boom has created a circular economy where the biggest winners are essentially funding their own customers – and when this game of musical chairs ends, it could take down almost a quarter of the S&P 500.’ www.man.com/insights/vie...
Reposted by Carey Moulton
Broke for healthcare, rich abroad. #econsky
Odd, how we can’t afford to give Americans healthcare, but we can afford to drop $200,000,000,000 on Argentina with a moment’s notice.
September 24, 2025 at 11:51 PM
Broke for healthcare, rich abroad. #econsky
Reposted by Carey Moulton
“Prices received component in Richmond Fed Manufacturing Index continues to move higher ... up to 4.02% annualized in September.”
(via Kevin Gordon)
(via Kevin Gordon)
September 23, 2025 at 2:43 PM
“Prices received component in Richmond Fed Manufacturing Index continues to move higher ... up to 4.02% annualized in September.”
(via Kevin Gordon)
(via Kevin Gordon)
Reposted by Carey Moulton
Fund partnerships: lives, security, prosperity. #econsky
Commentary: Bill Gates urges Japan to continue its global health leadership by investing in international partnerships, arguing that such commitments will save millions of lives, strengthen global security and drive economic growth.
The world needs Japan’s leadership in life sciences
For decades now, Japan has understood the value of global health investment better than almost any other country on the planet.
ebx.sh
September 22, 2025 at 3:52 AM
Fund partnerships: lives, security, prosperity. #econsky
Reposted by Carey Moulton
‘The money was always on Japan. With the largest public debt-to-GDP ratio, it was expected to be the first to reach the limits of what could be borrowed in a fiat currency to fund increasingly unsustainable spending promises. But it might turn out to be France.’ blinks.bloomberg.com/news/stories...
September 4, 2025 at 5:43 PM
‘The money was always on Japan. With the largest public debt-to-GDP ratio, it was expected to be the first to reach the limits of what could be borrowed in a fiat currency to fund increasingly unsustainable spending promises. But it might turn out to be France.’ blinks.bloomberg.com/news/stories...
Reposted by Carey Moulton
De compras por Miami. Lucky Records en Wynwood, un barrio súper molón.
December 6, 2024 at 12:54 PM
De compras por Miami. Lucky Records en Wynwood, un barrio súper molón.
Reposted by Carey Moulton
A small video I put together for @danielpopper.bsky.social in Miami.
Building large-scale public art is no small feat—it’s an Adventure, a journey full of risks, challenges, and breakthroughs. With LUMEN, our latest piece at Society Wynwood, my team and I took on one of our most complex projects yet.
Here’s to more wild risks and rides ahead!
#LUMEN #MiamiArtWeek
Here’s to more wild risks and rides ahead!
#LUMEN #MiamiArtWeek
December 9, 2024 at 4:52 PM
A small video I put together for @danielpopper.bsky.social in Miami.
Reposted by Carey Moulton
December 12, 2024 at 1:25 AM
Reposted by Carey Moulton
December 12, 2024 at 1:11 PM
Reposted by Carey Moulton
Hi Bluesky, I'm Oso and I recently shorted $SPX
November 14, 2024 at 5:54 PM
Hi Bluesky, I'm Oso and I recently shorted $SPX
Reposted by Carey Moulton
Ratio of Russell 1000 Growth to Russell 1000 Value has surged to new all-time high
February 12, 2024 at 12:51 PM
Ratio of Russell 1000 Growth to Russell 1000 Value has surged to new all-time high